If you work with multiple Own Companies in AdminPulse, you can choose to use the same numbering across all companies or to have separate numbering for each Own Company. This applies to both the customer code and the accounting no.
💡This only applies to newly created relations. Therefore, this functionality does not affect existing relations for which the customer code or accounting number may already be filled in.
How do you set the same format for the customer code for all Own Companies?
In General Settings > General, you have the option use the same format for the customer code for all own companies. Check this option so that the format is the same for all Own Companies.
Depending on the choice at automated customer code, this means the following:
- None: the customer code will have to be entered manually for each relation
- Unique identifier: in all Own Companies, the customer code will automatically take the same value as the Unique identifier (these are the unique codes that start with APR in AdminPulse)
- Custom: create your own format. AdminPulse will continue counting across all Own Companies. For example, if the format is set to 'CODE001', a new relation in Own Company A will receive "CODE002", and the next relation, belonging to Own Company B, will receive "CODE003".
How do you set the customer code separately for each Own Company?
In General Settings > General, you have the option use the same format for the customer code for all own companies. Uncheck this option so that you can set the format separately for each Own Company.
For each Own Company separately, you can then choose in the field automated customer code between:
- None: the customer code will have to be entered manually for each relationship
- Unique identifier: for this Own Company, the customer code will automatically take the same value as the Unique ID code (these are the unique codes that start with APR in AdminPulse)
- Custom: create your own format. This applies only to the Own Company for which you set it.
How do you set the same format for the accounting no. for all Own Companies?
In General Settings > General, you have the option use the same format for the accounting no. for all own companies. Check this option so that the format is the same for all Own Companies.
Depending on the choice at automated accounting no., this means the following:
- None: the accounting no. will have to be entered manually for each relationship
- Unique identifier: in all Own Companies, the accounting no. will automatically take the same value as the Unique ID code (these are the unique codes that start with APR in AdminPulse)
- Custom: create your own format. AdminPulse will continue counting across all Own Companies. For example, if the format is set to 'ACCT001', a new relationship in Own Company A will receive "ACCT002", and the next relationship, belonging to Own Company B, will receive "ACCT003".
How do you set the accounting no. separately for each Own Company?
In General Settings > General, you have the option use the same format for the accounting no. for all own companies. Uncheck this option so that you can set the format separately for each Own Company.
For each Own Company separately, you can then choose in the field automated accounting no. between:
- None: the accounting no. will have to be entered manually for each relationship
- Unique identifier: for this Own Company, the accounting no. will automatically take the same value as the Unique ID code (these are the unique codes that start with APR in AdminPulse)
- Custom: create your own format. This applies only to the Own Company for which you set it.